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One National Life Drive, Montpelier, VT 05604 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-12-11 |
Branch Locations
1 N. Franklin St Ste 3450, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Minneapolis | MN | 05/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Minneapolis | MN | 11/2016 | 10/2025 |
| National Life Group | White Bear Twp | MN | 11/2025 | Present |
| Equity Services Inc | Montpelier | VT | 12/2025 | Present |
*LAKESHORE FINANCIAL GROUP, 1733 WHITAKER ST, WHITE BEAR TWP, MN, 55110, ONGOING, INV REL, 11/2025, INSURANCE, AGENT, DURING TRD/HRS, 100%*NATIONAL LIFE, 1733 WHITAKER ST, WHITE BEAR TWP, MN, 55110, ONGOING, INV REL, INSURANCE, AGENT, DURING TRD/HRS, 100%.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-22 |
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